A complete list of active advisors currently associated with Stelac Advisory Services LLC

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Stelac Advisory Services provides multi‑family office and investment advisory services primarily to international (non‑U.S.) high‑net‑worth individuals, families and institutions, including trusts and other entity structures. Its offerings include consolidated banking and custodial oversight, individual portfolio management, model portfolio management, estate planning support, family governance, philanthropic advising and consulting/data aggregation services. The firm emphasizes model and customized asset allocation, using three core model portfolios (Loss‑Aversion, Moderate Risk and Fully Invested) and security selection that frequently relies on ETFs and third‑party managers; accounts are managed on both discretionary and non‑discretionary bases with regular performance reporting and periodic rebalancing. Stelac conducts manager due diligence for recommended managers when appropriate, discloses hypothetical performance characteristics in its model descriptions, and monitors accounts and pooled vehicles on an ongoing basis. Stelac is notable among peers for operating and sponsoring pooled investment vehicles and private funds rather than only managing separate accounts: it manages a Cayman segregated portfolio company (SPC) targeted to non‑U.S. investors, serves as manager of a Delaware‑organized fund vehicle (Paladin), and forms special purpose vehicles for clients. The firm also provides white‑label consolidation solutions to third parties, uses revenue‑share arrangements for relationship managers, and generally does not serve lower‑net‑worth retail individuals, reflecting a concentrated, cross‑border HNW and institutional client focus.

To learn more about the advisors currently working at Stelac Advisory Services LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.